GE Aerospace (NYSE:GE) is one of the stocks on Jim Cramer’s game plan for this week. Mad Money’s host highlighted the stock as a “Cramer fave,” as he commented: "Another Cramer fave, GE Aerospace also reports that morning and given all the backlog of planes, I can’t imagine it’ll be anything other than spectacular. And I don’t think that spectacular is too positive a word for a company that’s captained by the great Larry Culp. I don’t know if you saw him when we were up at Harvard Business School. I think ...

Core Viewpoint - Bombardier has announced new leadership appointments aimed at enhancing customer relationships, evolving its Defense business, and pursuing long-term strategic opportunities through investments and M&A [1][2]. Leadership Appointments - Sandra Hodgkinson has been appointed as Senior Vice President, Strategy and M&A, bringing extensive experience from her previous roles in corporate strategy and defense, including 14 years at Leonardo DRS [2]. - Stephen McCullough is now Executive Vice President, Engineering, Product Development and Bombardier Defense, leveraging his 36 years of experience in aircraft design and flight testing to expand product development into the Defense sector [3]. - Paul Sislian has been appointed Executive Vice President, Aircraft Sales and Bombardier Aftermarket Services, tasked with leading the aircraft sales teams and enhancing the service network [4]. - Mercedes Glockseisen will succeed Pierre Gagnon as Senior Vice President, General Counsel and Corporate Secretary, having led Contracts and Legal Services at Bombardier for over 10 years [5]. Strategic Focus - The leadership changes reflect Bombardier's commitment to deepening customer relationships and focusing on continuous product improvement while pursuing growth in the Defense sector [1][2]. - The company aims to strengthen its competitive edge by integrating sales and services under Sislian's leadership, setting industry-leading standards [4]. Company Overview - Bombardier designs, builds, modifies, and maintains high-performance aircraft for various sectors, including business and defense [7]. - The company operates a fleet of over 5,100 aircraft, supported by a global network and multiple service facilities [9].

Core Insights - New Horizon Aircraft has achieved a significant milestone with a successful full-wing transition flight of a large-scale prototype, which is a rare accomplishment among eVTOL developers globally [1] - The company is focused on developing the Cavorite X7 as a hybrid-electric aircraft, emphasizing safety, operating costs, and durability, while avoiding the air taxi service model [2][4] Funding and Liquidity - The company reported a cash balance of over $24 million and raised more than $11 million in the quarter, alongside securing a $10.5 million non-dilutive INSAT grant to fund prototype completion within approximately 12 months [5][11] - Total operating expenses for the quarter were $5.1 million, an increase from $3.3 million in the prior year, with R&D and aircraft development spending rising significantly [13] Technical Progress and Timeline - Management plans to complete and assemble the full-scale X7 prototype by the end of 2026, with initial testing targeted for early 2027 [6][7] - The engineering team has been expanded to enhance capabilities in aerodynamics, aerostructures, propulsion, and systems integration [7] Partnerships and Non-Dilutive Funding - The company has established partnerships with Pratt & Whitney for propulsion expertise and with McLaren Applied for power electronics and systems integration [8] - The INSAT program grant is viewed as a meaningful source of funding that supports development without shareholder dilution [9][10] Market Positioning and Certification Path - The Cavorite X7 is positioned for various missions beyond air taxi operations, including cargo and medical evacuation, with expected performance targets of nearly 250 mph cruising speed and a 500-mile range [15] - Certification work is already underway, with discussions with Transport Canada and a partnership with Certification Center Canada to facilitate the process [16][17] Future Outlook - The company anticipates that operating costs will gradually increase as it expands its workforce and certification efforts, projecting total operating costs could be around double by this time next year [14] - Management is engaged in strategic discussions for future partnerships, prioritizing aerospace industry collaborations [18]

Core Viewpoint - Boeing was aware of a defective part that contributed to a fatal crash involving a UPS plane, which had failed multiple times on different aircraft since at least 2011, raising serious safety concerns about the aircraft's maintenance and regulatory oversight [1][2][3]. Group 1: Incident Details - The crash occurred on November 4 last year, shortly after takeoff from Louisville Muhammad Ali International Airport, resulting in the deaths of 15 individuals, including 12 on the ground and 3 crew members [1][2]. - The aircraft, an MD-11, was en route to Honolulu, Hawaii, and lost its left engine just 30 feet off the ground [1][2]. Group 2: Regulatory and Maintenance Issues - The US National Transportation Safety Board (NTSB) indicated that Boeing had issued a warning in 2011 regarding the broken part that secures engines to the wings, but did not classify it as a safety of flight condition [2][3]. - Boeing's service bulletin did not mandate repairs, unlike a Federal Aviation Administration (FAA) airworthiness directive, which was not issued in this case [3]. - Operators were permitted to replace defective bearings with older, potentially unreliable parts, which raises questions about the adequacy of maintenance practices [6][7]. Group 3: Investigation and Legal Implications - The NTSB's findings are expected to be referenced in lawsuits related to the crash, with the first lawsuit already filed [9]. - The investigation is ongoing, and involved parties, including UPS, are limited in their public comments while cooperating with the NTSB [12][13].

Core Viewpoint - Federal investigators are examining Boeing's response to previous failures of specific components in its McDonnell Douglas aircraft [1] Group 1 - The investigation focuses on how Boeing handled past component failures [1]

Summary of Moog's Conference Call Company Overview - Moog is a leader in electromechanical and electrohydraulic control systems, primarily serving aerospace, defense, industrial, and medical markets, with projected sales of approximately $4.2 billion for fiscal 2026 and a workforce of about 14,000 employees [3][4][9] Key Business Segments - **Defense**: Over 50% of Moog's business, with significant growth opportunities in missile programs, including a $250 million missile business growing at over 20% annually [7][14] - **Commercial Aerospace**: Accounts for over 20% of business, with strong demand for wide-body aircraft components and aftermarket services [7][29] - **Industrial**: Involves high-value capital equipment for automotive and plastic production [8] - **Medical**: Focuses on high-performance medical pumps for chronic illness patients [8] Growth Opportunities - **Defense Sector**: - Significant demand for missile systems due to global conflicts, particularly the Russia-Ukraine war, leading to replenishment needs for military arsenals [14][24] - Programs like FLRAA (Future Long-Range Assault Aircraft) are expected to enter low-rate production in the late 2020s, with potential for high future demand [17][18] - European defense spending is increasing, with commitments to raise spending to 3.5% of GDP, creating additional opportunities [19][26] - **Commercial Aerospace**: - Boeing and Airbus are ramping up production rates, with Moog's exposure primarily in wide-body aircraft [29][30] - Strong aftermarket demand due to aging fleets and increased aircraft usage [29] - **Space Business**: - Moog has a long history in space applications, providing components for satellites and launch vehicles, with increasing demand as space becomes a warfighting domain [34][36] Financial Performance - Sales growth from 2022 to 2025 is projected at an 8% CAGR, exceeding initial expectations of 5-7% [42] - Operating margin improved by an average of 110 basis points annually, with earnings per share increasing by 16% CAGR [43] - Free cash flow at 46%, below the target of 75-100%, attributed to significant business growth and capital investments [44] Risks and Challenges - Potential program cancellations in defense could impact revenue, but Moog's diverse exposure across multiple programs mitigates this risk [21][22] - Supply chain issues affecting Airbus could impact Moog's inventory management and production rates [30][31] Capital Allocation and Future Outlook - Moog plans to maintain elevated capital expenditures to support growth, particularly in defense and aerospace sectors [50] - The company aims to continue its transformation journey, focusing on operational efficiency and financial performance [52] Conclusion - Moog is well-positioned for growth in defense, aerospace, and space markets, with a strong focus on operational improvements and capital investments to support future demand [28][52]

Group 1 - Boeing sold 1,173 net orders in 2025, surpassing Airbus's 889 orders, marking the first annual sales victory over Airbus since 2018 [3][8] - Despite Boeing's higher net orders, Airbus delivered more planes to customers than Boeing [3] - Delta Air Lines announced a deal with Boeing and provided 2026 guidance alongside its fourth-quarter earnings [4] Group 2 - Boeing secured an $8.6 billion F-15 contract for Israel, indicating strong demand in the defense sector [6] - Airbus signed a deal with two Chinese airlines but lagged behind Boeing in net orders for 2025 [8]

Company Overview - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team operates from key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized as a forward-looking technology adopter, utilizing automation and software tools, including generative AI, to enhance workflows [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Summary of Boeing's Recent Performance Core Insights - Boeing has shown signs of recovery by logging net orders for 1,173 airplanes in the previous year, marking the first time it outsold Airbus since 2018 [1] - The company delivered 600 aircraft in the last year, the highest annual total in seven years, with 44 of those being 737 Maxes [2] - Despite Boeing's recovery, Airbus still outperformed in deliveries with 793 aircraft, although this was below its record of 863 in 2019 [2] Orders and Deliveries - Boeing's net orders for the last month reached 174 planes, including over 100 737 Maxes for Alaska Airlines and at least 30 Boeing 787 Dreamliners for Delta Air Lines [4] - The deliveries of aircraft are crucial for manufacturers as airlines pay the majority of a jet's price upon receipt [3] Production and Future Outlook - Boeing executives are set to discuss the production plan during the quarterly results report scheduled for January 27 [5]

Boeing's stock gets a lift after it received orders for up to 60 more planes, a week after it received orders for up to 145 planes. ...